New and Noteworthy Programs!

LEGAL

Family Limited Partnerships in Estate Planning

June 26, 2013
1:00 pm ET (12:00 pm CT, 11:00 am MT, 10:00 am PT)
1 hour 30 minutes

Many estate planners who are asked about family limited partnerships or family limited liability companies do not understand the reasons for forming these entities in the planning process. They also are not clear on what is the current status of statutory and case law concerning the continued use of these entities. This live audio conference will help you learn to identify when the use of this entity for a particular client situation is warranted and what steps to take to maintain or correct an existing family entity to comply with recent changes in the law. This program will also explain the various valuation issues for gift and estate tax purposes, and asset protection benefits with the use of these entities. Family limited partnerships and family limited liability companies have come under recent scrutiny and attack by the IRS. Failure to properly create or maintain these entities can result in significant tax losses. Failure to consider the use of these entities can result in significant lost tax savings and other nontax benefits. This live audio conference is critical to ensure your continued use of family limited partnerships and family limited liability companies meets the new tax and legal requirements.

Telecommuting: The Next Wave of Wage and Hour Litigation

June 27, 2013
1:00 pm ET (12:00 pm CT, 11:00 am MT, 10:00 am PT)
1 hour 30 minutes

Technological developments have resulted in a substantial increase over the last several years in the number of employers offering telecommuting as an alternative work arrangement, and the number of employees who choose it. Although telecommuting arrangements can be beneficial to employers and employees, many employers have failed to adequately meet many of the legal compliance and liability challenges that telecommuting arrangements may present. Among the most serious of these challenges are wage and hour issues that present a minefield of potential liability for employers – liabilities that may be avoidable if the telecommuting arrangement is properly managed. An increasing number of wage and hour lawsuits, frequently collective or class actions, have been directed against employers who offer telecommuting arrangements. This live audio conference will provide managers and legal advisers with the background they need concerning the legal landscape surrounding wage and hour issues applicable to telecommuting arrangements, and the management policies and practices they should implement to reduce risk.

ACCOUNTING

Multistate Taxation: Income and Franchise Tax

June 25, 2013
1:00 pm ET (12:00 pm CT, 11:00 am MT, 10:00 am PT)
1 hour 30 minutes

While many businesses focus their tax strategies on mitigating the federal income tax, many businesses are becoming aware of increased enforcement of state tax laws, especially on businesses that operate across state lines. Rather than concentrating on the intricacies of a single tax in a single jurisdiction, this live audio conference will explore trends in state taxation of interstate businesses, with particular emphasis on the expanding web of information available to state tax administrators in regard to businesses operating or engaging in transactions in their states. Tax administrators are becoming increasingly adept at mining this web to enforce tax liabilities they might previously have been unaware of. Individuals responsible for state tax compliance, individuals responsible for determining the geographic location of interstate business operations and attorneys and accountants who advise them will benefit from learning the recent and anticipated developments in these areas and steps they can take to mitigate their impact on a business’ aggregate state taxes.

CONSTRUCTION

Reading and Understanding Soil Reports

June 26, 2013
1:00 pm ET (12:00 pm CT, 11:00 am MT, 10:00 am PT)
1 hour 30 minutes

Just because you have hired a consultant to provide a soils report does not necessarily mean it will be put to good use. Many of the terms and even the recommendations given in soils reports could use some explanation. This live audio conference will help you understand what type of soils report you may need, the technical terms found within the soils report, what is really the important information you need to get out of a soils report and what is the next step after receiving the soils information. Soils reports can be used in the early or middle stages of design and construction phases of a project. Findings from soils reports may also lead to acquiring permits. This program is critical for you to understand the soils report and effectively incorporate it into your construction project.

MEDICAL

Developing a Smartphone Policy for Health Care Providers

June 26, 2013
1:00 pm ET (12:00 pm CT, 11:00 am MT, 10:00 am PT)
1 hour 30 minutes

Smartphones and other mobile devices are in wide use in health care organizations and by health care providers in increasing numbers. Policies and procedures may not have caught up with technology and yet the Office for Civil Rights expects health care providers to have appropriate policies and procedures in place to safeguard patient information that may be transmitted by smartphones. This live audio conference will discuss the importance of having a smartphone policy in place, the guidance under HIPAA/HITECH, the type of information that may be vulnerable and potential consequences when there is no policy in place. We will also explore technology that can assist in protecting the confidentiality and security of protected health information on a smartphone. You will learn recommendations to be included in a smartphone policy for health care providers and how to comply with HIPAA/HITECH regulations for these prolific devices.

SALES & MARKETING

Best Practices for Marketing Automation Use and Implementation

June 27, 2013
1:00 pm ET (12:00 pm CT, 11:00 am MT, 10:00 am PT)
1 hour 30 minutes

Marketing automation is the process of using technology to respond individually to each prospect in the buying process. It allows you to manage, scale, and measure marketing campaigns at a level that cannot be done manually. Marketing automation allows the ability to understand where a prospect is in the buying process and whether they need to be nurtured or handed off to sales. This live audio conference will provide a series of suggestions and best practices to use with each aspect of the marketing automation process.

5 Reasons to Attend

Learn what marketing automation is and how it works for me.
Learn about the integral components of marketing automation.
Learn about the importance of list hygiene.
Learn key steps that need to be conducted before marketing automation should be implemented.
Learn recommended and better practices for each step of the process

CUSTOMER SERVICE

Think Like Your Customer

June 25, 2013
1:00 pm ET (12:00 pm CT, 11:00 am MT, 10:00 am PT)
1 hour 30 minutes

Too much of what salespeople are taught to do and say is centered on how to be a better ‘salesperson.’ But in order to become more effective in the sales profession, we actually have to get past being a sales person. What we really need to do is think more like customers. When we make this subtle but profound change in how we think and behave, we can:

Find and create sales opportunities where no opportunity existed before.
Build relationships with clients as opposed to just ‘selling’ to them.
Better qualify which sales opportunities most deserve our time and attention.
Sell the value of your products and services and solutions instead of just features and functions.
Understand and help your customer work through their buying process more quickly.
Close a higher percentage of the opportunities we choose to invest our time and effort in.

Dr. Rick Goodman